Washington Trust Advisors’s Bristol-Myers Squibb BMY Stock Holding History

Washington Trust Advisors’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$297K	Buy	4,893 +120	+3%	+$7K	0.02%	189
2025 Q4	$257K	Hold	4,773	–	–	0.02%	198
2025 Q3	$215K	Sell	4,773 -102	-2%	-$4.76K	0.02%	217
2025 Q2	$226K	Buy	4,875 +400	+9%	+$19.6K	0.02%	193
2025 Q1	$273K	Sell	4,475 -2,225	-33%	-$130K	0.02%	169
2024 Q4	$379K	Sell	6,700 -589	-8%	-$32.9K	0.03%	146
2024 Q3	$377K	Buy	7,289 +7	+0.1%	+$328	0.03%	145
2024 Q2	$302K	Buy	7,282 +8	+0.1%	+$358	0.03%	158
2024 Q1	$394K	Buy	7,274 +7	+0.1%	+$357	0.04%	134
2023 Q4	$373K	Sell	7,267 -1,903	-21%	-$99.9K	0.04%	139
2023 Q3	$532K	Buy	9,170 +5	+0.1%	+$306	0.05%	117
2023 Q2	$586K	Buy	9,165 +5	+0.1%	+$335	0.06%	115
2023 Q1	$635K	Sell	9,160 -296	-3%	-$20.9K	0.06%	114
2022 Q4	$680K	Sell	9,456 -1,137	-11%	-$85.7K	0.07%	112
2022 Q3	$753K	Sell	10,593 -196	-2%	-$14.2K	0.07%	111
2022 Q2	$830K	Buy	10,789 +471	+5%	+$35.9K	0.07%	106
2022 Q1	$754K	Sell	10,318 -1,978	-16%	-$133K	0.05%	125
2021 Q4	$767K	Buy	+12,296	New	+$721K	0.05%	134

Other funds holding BMY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Washington Trust Advisors's BMY Position: Q1 2026 in Review

Washington Trust Advisors increased its Bristol-Myers Squibb (BMY) stake by 2.5% in Q1 2026, buying an estimated $7K and bringing the position to 4,893 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #189.

Washington Trust Advisors first reported a position in BMY in Q4 2021 and has held it in 18 quarters since. The position peaked at $830K in Q2 2022. 2,520 funds tracked by Wall St. Rank hold BMY as of Q1 2026.

Washington Trust Advisors held 4,893 shares of Bristol-Myers Squibb worth $297K as of Q1 2026.
Washington Trust Advisors bought 120 Bristol-Myers Squibb shares in Q1 2026, an estimated $7K.
Bristol-Myers Squibb made up 0.02% of Washington Trust Advisors's portfolio in Q1 2026, its #189 holding.
Washington Trust Advisors first reported a position in Bristol-Myers Squibb in Q4 2021 and has held it in 18 quarters since.
Washington Trust Advisors's Bristol-Myers Squibb position peaked at $830K in Q2 2022.
2,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.